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Union Business Cycle Fund - Regular Plan - Growth Option
Union Business Cycle Fund - Regular Plan - Growth Option
Category: Equity: Thematic-Business-Cycle
Launch Date: 05-03-2024
Riskometer: Very High
Asset Class
Status
Open Ended Schemes
Fund Managers
FM 1 - Mr. Harshad Patwardhan, FM 2 - Mr. Pratik Dharmshi
Investment Objective
The Investment Objective of the Scheme is to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles in the economy. However, there is no assurance that the investment objective of the Scheme will be achieved.
Benchmark
NIFTY 500 TRI
Expense Ratio
2.45% As on (31-10-2025)
Minimum Investment | Top up
1000.0 | 1000.0
Total Assets
569.17 Cr As on (31-10-2025)
Nav Movement
RETURNS CALCULATOR for Union Business Cycle Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Union Business Cycle Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Union Business Cycle Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |
Sectors
| Sector | Holdings (%) |
|---|---|
| Financial Services | 27.51 |
| Capital Goods | 14.37 |
| Automobile and Auto Components | 13.05 |
| Consumer Services | 6.27 |
| Information Technology | 5.56 |
| Healthcare | 4.91 |
| Consumer Durables | 4.86 |
| Chemicals | 4.07 |
| Construction | 3.57 |
| Telecommunication | 3.5 |
Portfolio Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.59 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.44 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.07 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.65 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.57 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.5 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.43 |
| INFOSYS LIMITED EQ FV RS 5 | 3.02 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.02 |
| Bajaj Finance Limited | 2.61 |